SECU vs. IWM
SECU (iShares Securitized Income Active ETF) and IWM (iShares Russell 2000 ETF) are both exchange-traded funds - SECU is a Mortgage Backed Securities fund actively managed by iShares, while IWM is a Small Cap Blend Equities fund tracking the Russell 2000 Index. SECU is actively managed, while IWM is passively managed. At a 0.27 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.19%/yr for IWM.
Performance
SECU vs. IWM - Performance Comparison
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Returns By Period
SECU
- 1D
- 0.22%
- 1M
- 0.83%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM
- 1D
- 0.46%
- 1M
- 4.31%
- YTD
- 21.03%
- 6M
- 17.89%
- 1Y
- 39.77%
- 3Y*
- 19.40%
- 5Y*
- 6.33%
- 10Y*
- 11.63%
SECU vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 1.73% |
IWM iShares Russell 2000 ETF | 12.51% |
Correlation
The correlation between SECU and IWM is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 26, 2026 | 0.27 |
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Return for Risk
SECU vs. IWM — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IWM
SECU vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and iShares Russell 2000 ETF (IWM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SECU | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.62 | — |
| Martin ratioReturn relative to average drawdown | — | 12.82 | — |
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Drawdowns
SECU vs. IWM - Drawdown Comparison
The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for SECU and IWM.
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Drawdown Indicators
| SECU | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -59.05% | +57.29% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.50% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -0.18% | -0.50% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -10.74% | +10.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.11% | — |
Volatility
SECU vs. IWM - Volatility Comparison
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Volatility by Period
| SECU | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.52% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.30% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 19.71% | -16.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.30% | 22.60% | -19.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 23.06% | -19.76% |
SECU vs. IWM - Expense Ratio Comparison
SECU has a 0.40% expense ratio, which is higher than IWM's 0.19% expense ratio.
Dividends
SECU vs. IWM - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.09%, more than IWM's 0.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 0.90% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
SECU iShares Securitized Income Active ETF | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SECU and IWM have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWM is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWM is cheaper with a 0.19% expense ratio, compared with 0.40% for SECU.
SECU has the higher dividend yield at 2.09%, compared with 0.90% for IWM.
SECU is categorized as Mortgage Backed Securities, while IWM is Small Cap Blend Equities. Their fees differ too: 0.40% for SECU and 0.19% for IWM.
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